You will work on ensuring the smooth onboarding of clients onto S&P Global’s proprietary portfolio monitoring software platforms and ensuring the quality of LP data produced by us. You will work closely with members of the Data and Implementation teams and sometimes, with clients and their portfolio companies to acquire needed financial data and to make sure the LP data supplied to our clients is complete and accurate. You may also work with clients to finalize reporting options.
What you’ll work on
The incumbent will work on one or more of the below
- Review the data processed from Private Equity fund financial statements like Schedule of Investments (SOI), Partner Capital Account Statements (PCAP), Capital Calls and Distribution notices
- Consulting with our client services members to match our portfolio monitoring and financial reporting offerings to our clients’ needs.
- Supervise the onboarding of new clients to the platform – often taking a very “hands-on” role – throughout the process.
- Perform periodical checks on the completeness and accuracy of LP financial data extracted by our Data team
- Identify gaps in coverage, period over period and help devising quality control measures to prevent such gaps
- Critically verify the LP Data for accuracy and help devising quality control logics to log probable errors and suggest preventive measures
- Build robust Excel reports that are integrated with our platforms.
- Complete other LP client projects on an “as needed” basis.
What we look for:
- 3 to 4 years of experience in preparation of Private Equity financial statements and reporting.
- Strong knowledge of Microsoft Excel and a conceptual understanding of the SaaS business model.
- Familiarity with AI tools and a keen interest in leveraging technology to enhance productivity, improve data validation processes, and drive smarter reporting workflows.
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- Basic working knowledge of SQL is desirable; alternatively, a strong willingness to learn SQL and other data querying tools.
- Demonstrated hunger for automation — ability to identify repetitive tasks, suggest process improvements, and build efficiencies through automation wherever possible.
- Excellent verbal and written communication skills.
- The ability to work independently in an efficient and responsible manner, with extreme attention to detail and strong process documentation skills.
- Experience working effectively with others in a team setting while under the pressure of deadlines.
- Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.
- The desire to work for a company where individual contributions have significant impact on the success of the team as a whole. A positive attitude is required.
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence.
What’s In It For You?
Our Mission:
Advancing Essential Intelligence.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: Know Your Rights: Workplace discrimination is illegal
----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)
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